See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,502 | $81,446-77.3% | $103,374-82.1% | $80,874-77.1% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 13.52% | 25.57%-12.0pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $855 | $3,107-72.5% | $3,869-77.9% | $2,756-69.0% |
| Participant deferral / active EE | $3,887 | $3,870+0.4% | $5,058-23.1% | $4,297-9.5% |
| Admin fee / account holder | $809 | $6,715-88.0% | $8,394-90.4% | $6,935-88.3% |